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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 174.810.0%Dec 26 9:30 AM EST
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To: laodeng who wrote (6420)1/23/2001 1:20:14 PM
From: dan_oz   of 197036
 
Thanks, Laodeng. I'd have to say that with this news, people are going to take new competion for CDMA much more seriously. Here is a Nov 27 response from George Gilder on the threat of OFDM. I'm wondering what he's thinking now.

Orthogonal Frequency Division means almost nothing. It applies, for example, to the original AMPS analog system. In this case it is enhanced by digitization and "flash" (ie fast) signal processing to allow low latency communications. All I can say is that at very best they are a year behind Qualcomm's HDR, which has the considerable virtue of existing already, and which also uses orthogonal frequency bands (separated in time and space) and is also being upgraded to allow transactional data with lower latencies. I suspect that like EDGE--which is already backpedaling from claims of joining mobility with multimedia--Flarion will end up as a wireless local loop provider that is either mobile or multimedia (voice and data) but not all at once. As far as I can see, after all the political postures and machinations are over, this battle will be settled by the engineers and that the paradigm will prevail. That is, some dynamic combination of CDMA 2000 with HDR and Globalstar will become the
winner. I would love to see the Ford alliance bring it to market, but as yet I have no indication that Globalstar is in the picture there (though Qualcomm did not deny that it might well fit). --GG
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